See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,262 | $73,867-44.1% | $143,757-71.3% | $68,494-39.8% |
| Participation rate | 28.9% | 66.7%-37.7pp | 80.3%-51.4pp | 67.9%-38.9pp |
| Annual return | -17.48% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,465 | $3,384-56.7% | $5,637-74.0% | $4,027-63.6% |
| Admin fee / account holder | $3,740 | $5,755-35.0% | $14,673-74.5% | $5,403-30.8% |